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MERFX vs VARBX
MERFX vs VARBX Comparison Chart in %
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MERFX vs. VARBX commentary
Sep 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MERFX is a Hold and VARBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.4B vs. VARBX (1.52B). VARBX pays higher dividends than MERFX: VARBX (2.46) vs MERFX (1.65). MERFX was incepted earlier than VARBX: MERFX (37 years) vs VARBX (10 years). VARBX (1.84) is less costly to investors than MERFX (1.67). VARBX is a more actively managed with annual turnover of: 403.00 vs. MERFX (153.00). MERFX has a lower initial minimum investment than VARBX: MERFX (2500) vs VARBX (100000). MERFX annual gain was more profitable for investors over the last year : 6.51 vs. VARBX (1.73). VARBX return over 5 years is better than : 14.54 vs. MERFX (10.23).
| MERFX | VARBX | MERFX / VARBX | |
| Total Expense Ratio | 1.56 | 1.84 | 85% |
| Annual Report Gross Expense Ratio | 1.67 | 1.84 | 91% |
| Fund Existence | 37 years | 10 years | - |
| Gain YTD | 5.834 | 3.981 | 147% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.4B | 1.52B | 158% |
| Annual Yield % from dividends | 1.65 | 2.46 | 67% |
| Returns for 1 year | 6.51 | 1.73 | 377% |
| Returns for 3 years | 9.95 | 9.91 | 100% |
| Returns for 5 years | 10.23 | 14.54 | 70% |
| Returns for 10 years | 26.37 | N/A | - |
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